+
Utilisation reporting in WorkflowMax
Utilisation is the number that determines whether a service business makes money. WFM has the time data. Turning it into a live utilisation view per person - billable vs non-billable, against target, with the leakage points called out - is the job that gets done quarterly when it should be done weekly.
Screenshot placeholder
EVA chat showing team utilisation - each person's billable %, against target, week-on-week trend, with two people flagged: one above 100% (burnout risk), one below 60% (leakage)
How it works
VibeCFO connects to WorkflowMax and to your accounting system at the same time. EVA sees both sides at once.
- Ask EVA "what's utilisation this week?" Per person, against target, ranked.
- Spot the leakage. EVA flags non-billable categories that are growing.
- Catch underutilisation early. EVA flags people trending below target so you can rebalance work before payroll hurts.
“Found 15% of our team's time was disappearing into one internal project nobody could remember approving. Killed it.”
Frequently asked questions
How do I see team utilisation in WorkflowMax?
WFM tracks time. Turning it into a real utilisation view - billable vs non-billable, by person, by week, against target - usually means a spreadsheet. VibeCFO does it live.
Can I see utilisation against target?
Yes. Set targets per person or per role. EVA tracks actual against target and flags drift.
Will it tell me where time is leaking?
Yes. EVA flags non-billable time categories that are growing - internal projects, admin, dead jobs - so you can plug the leak.
The AI CFO for a business that never had one. Australian-made, onshore in your own region since 2018.
Platform
Compare